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Weaver Consulting Group’s UnitedHealth UNH Stock Holding History

Weaver Consulting Group’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$455K Sell
1,682
-66
-4% -$19.7K 0.11% 157
2025
Q4 		$577K Buy
1,748
+33
+2% +$11.2K 0.14% 128
2025
Q3 		$592K Buy
1,715
+786
+85% +$238K 0.15% 123
2025
Q2 		$290K Buy
929
+421
+83% +$161K 0.08% 178
2025
Q1 		$266K Buy
508
+59
+13% +$30.2K 0.08% 187
2024
Q4 		$227K Sell
449
-5
-1% -$2.84K 0.07% 199
2024
Q3 		$265K Sell
454
-42
-8% -$23.8K 0.08% 178
2024
Q2 		$253K Sell
496
-97
-16% -$47.5K 0.09% 168
2024
Q1 		$293K Buy
593
+26
+5% +$13.2K 0.11% 157
2023
Q4 		$299K Sell
567
-18
-3% -$9.6K 0.12% 144
2023
Q3 		$295K Buy
585
+45
+8% +$22.1K 0.13% 138
2023
Q2 		$260K Buy
540
+79
+17% +$38.6K 0.11% 147
2023
Q1 		$218K Buy
461
+6
+1% +$2.9K 0.1% 165
2022
Q4 		$241K Buy
455
+3
+0.7% +$1.59K 0.12% 149
2022
Q3 		$228K Buy
452
+8
+2% +$4.21K 0.13% 145
2022
Q2 		$228K Hold
444
– – 0.13% 147
2022
Q1 		$226K Sell
444
-1
-0.2% -$482 0.11% 154
2021
Q4 		$223K Buy
+445
New +$201K 0.11% 155
2020
Q4 		– Sell
-355
Closed -$111K – 857
2020
Q3 		$111K Hold
355
– – 0.06% 181
2020
Q2 		$105K Hold
355
– – 0.06% 185
2020
Q1 		$89K Hold
355
– – 0.06% 174
2019
Q4 		$77K Hold
355
– – 0.04% 187
2019
Q3 		$91K Hold
355
– – 0.05% 170
2019
Q2 		$87K Hold
355
– – 0.05% 165
2019
Q1 		$88K Buy
+355
New +$90.5K 0.02% 348

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Weaver Consulting Group's UNH Position: Q1 2026 in Review

Weaver Consulting Group reduced its UnitedHealth (UNH) stake by 3.8% in Q1 2026, selling an estimated $19.7K and leaving 1,682 shares worth $455K. The position accounts for 0.11% of the portfolio, ranked #157.

Weaver Consulting Group first reported a position in UNH in Q1 2019 and has held it in 25 quarters since. The position peaked at $592K in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Weaver Consulting Group held 1,682 shares of UnitedHealth worth $455K as of Q1 2026.
  • Weaver Consulting Group sold 66 UnitedHealth shares in Q1 2026, an estimated $19.7K.
  • UnitedHealth made up 0.11% of Weaver Consulting Group's portfolio in Q1 2026, its #157 holding.
  • Weaver Consulting Group first reported a position in UnitedHealth in Q1 2019 and has held it in 25 quarters since.
  • Weaver Consulting Group's UnitedHealth position peaked at $592K in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Weaver Consulting Group's 13F filing for Q1 2026, filed 15 May 2026.